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Optivise Advisory Services LLC → CW
Optivise Advisory Services LLC CW Position History
Curtiss-Wright Corporation • Industrials
Quarters held
4
Latest value
$3.5M
Q3 2026
Peak value
$3.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $3.7M |
| Q2 2026 | $3.9M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 34.7K | — | — |
| Q2 2026 | $3.9M | 36.2K | — | — |
| Q1 2026 | $3.7M | 39.9K | — | — |
| Q4 2025 | $3.6M | 40.5K | — | — |
Other funds holding CW
$1.8B
$1.8B
$1.7B
$1.3B
$1.3B
$1.1B
$1.1B
$783.3M